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Executive Wealth Management’s Monster Beverage MNST Stock Holding History

Executive Wealth Management’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.85M Sell
108,476
-1,432
-1% -$38K 0.22% 106
2024
Q3 		$2.87M Buy
109,908
+16,574
+18% +$411K 0.22% 94
2024
Q2 		$2.33M Buy
93,334
+9,642
+12% +$256K 0.43% 49
2024
Q1 		$2.42M Buy
83,692
+5,250
+7% +$151K 0.21% 99
2023
Q4 		$2.26M Buy
78,442
+10,214
+15% +$273K 0.21% 92
2023
Q3 		$1.81M Buy
68,228
+1,914
+3% +$54.4K 0.19% 96
2023
Q2 		$1.9M Buy
66,314
+28,844
+77% +$820K 0.2% 92
2023
Q1 		$1.01M Sell
37,470
-22,690
-38% -$582K 0.11% 117
2022
Q4 		$1.53M Buy
60,160
+54,872
+1,038% +$1.33M 0.19% 92
2022
Q3 		$1.32M Sell
5,288
-47,152
-90% -$1.09M 0.18% 93
2022
Q2 		$1.22M Buy
+52,440
New +$1.14M 0.16% 90
2019
Q3 		– Sell
-2,756
Closed -$44K – 535
2019
Q2 		$44K Hold
2,756
– – 0.01% 314
2019
Q1 		$38K Sell
2,756
-60
-2% -$855 0.01% 316
2018
Q4 		$35K Buy
+2,816
New +$38.2K 0.01% 337

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Executive Wealth Management's MNST Position: Q4 2024 in Review

Executive Wealth Management reduced its Monster Beverage (MNST) stake by 1.3% in Q4 2024, selling an estimated $38K and leaving 108,476 shares worth $2.85M. The position accounts for 0.22% of the portfolio, ranked #106.

Executive Wealth Management first reported a position in MNST in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.87M in Q3 2024. 966 funds tracked by Wall St. Rank hold MNST as of Q4 2024.

  • Executive Wealth Management held 108,476 shares of Monster Beverage worth $2.85M as of Q4 2024.
  • Executive Wealth Management sold 1,432 Monster Beverage shares in Q4 2024, an estimated $38K.
  • Monster Beverage made up 0.22% of Executive Wealth Management's portfolio in Q4 2024, its #106 holding.
  • Executive Wealth Management first reported a position in Monster Beverage in Q4 2018 and has held it in 14 quarters since.
  • Executive Wealth Management's Monster Beverage position peaked at $2.87M in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.